User Guide - Adding an Association to a Satellite Office

Step 1

Select the Cog Wheel in the top right of the dashboard

Step 2 

Click "Manage"

Step 3

Hover your cursor over "Company" to show more options

Step 4

Click "Profile"

Step 5

Select the Satellite Office from the list on the right-hand side

• NOTE: If this section is blank, you will need to create a satellite office first

Step 6

Click on "Edit"

Step 7

From the list of associations, check the box next to the association you want to add to this satellite office.

NOTE: if the association is greyed out, then that means it is currently assigned to another satellite office

Step 8

Click "Save" to save any changes made